KENNONDALE CAPITAL MANAGEMENT
Firm details
- Headquarters
- RICHMOND, Virginia
- CRD number
- 299863
- Registered since
- April 25, 2025
- Website
- www.kennondale.com
- Custodians
- CHARLES SCHWAB & CO., INC., U.S. BANCORP INVESTMENTS, INC.
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans40.48%
- HNWI37.24%
- Corporations / Businesses22.28%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Kennondale Capital Management is an equity-focused registered investment adviser that runs discretionary portfolio management for both individuals/small businesses and for business or institutional clients. The firm charges fees as a percentage of assets under management and reports a clear preference for exchange-traded equities as its primary allocation vehicle. Kennondale is not an active ESG investor and does not identify as a capital allocator; instead its profile points to a manager that builds liquid, tradable equity exposures supplemented by selected external alternative managers. The firm’s investment posture is built around separately managed accounts and exchange-listed instruments, emphasizing liquidity and tradability. Kennondale also allocates to third-party alternatives — hedge funds and real estate — for diversification and return enhancement, and uses mutual funds as an additional, complementary vehicle. Advisory activity is focused on portfolio management rather than pension consulting or multi-state adviser complexity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
3 of 3Matthew Nicholson-Lewis
AnalystCRD 7962285
Samuel Snoddy
Compliance AdministratorCRD 8133518
Andrew Slay
Managing PrincipalCRD 6561061
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RICHMOND, VA
HENRICO
Location
RICHMOND, VA
Headquartered in RICHMOND, VA, in the South of the United States.
- Region
- South
- County
- HENRICO
- Address
- 6800 Paragon Pl
- Time zone
- ET (UTC-5)
- Office locations
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